What happens when I set a follow up in Raise?

When you set a Follow Up in Raise, that donor will appear in your Raise Donor Guide the week of the follow up date. To complete your follow-up action, be sure to select “Request First Draft”. This will send a Raise prompt to your inbox with the most recent information and activity for that donor. From this prompt, complete your action – it will automatically be reflected back in the donor’s record in your organization’s CRM.

If you have multiple follow ups on a single day, you will need to click on “View more follow ups” to see all of your Follow Ups for that day, or scroll to the bottom of the Follow Up section, and click on “See all Upcoming Birthdays & Follow Ups” to see all of your follow ups from that week. 

Please Note: You can use the date picker on the Follow Ups and Birthdays page to look at Follow Ups or Birthdays on dates outside of the range of your current Guide. You can also search for a donor’s name.